INDIANA ADVISORS

Scott Eckart, MBA, CFBS, Founding Member

“Everyone has a story,”says Scott Eckart, “and my work begins with discovering it.” He emphasizes the value of knowing clients well in order to provide them with sound financial advice. “I firmly believe that a story leads to clarity, and clarity leads to accomplishment,” adds Scott as he explains his approach.

Scott’s passion for connecting with people is what makes him such a natural at helping people design the life they aspire to live. His thorough process helps to provide a path for his clients to take their vision of the future and translate it into a blueprint that can be implemented in an organized and systematic fashion.

“I love seeing people make progress toward their goals,” says Scott. Scott draws on years of experience as a business consultant to help people better articulate their goals and take the necessary steps to accomplish them. His practice focuses on the needs of closely held business owners and pre-retirees, helping those clients to proactively take control of their personal, legacy, tax and gift resources.

In addition, Scott volunteers his knowledge of personal finance to provide financial literacy education to children and young adults. Having benefited from strong mentors and role models in his formative years, Scott works to pay their gift forward by acting as an advisor and instructor to others.

Scott holds an undergraduate degree from the University of Missouri, Columbia and an MBA from the University of Redlands in Southern California. Outside of work he is an avid reader and outdoor enthusiast. On many weekends Scott can be found tending to his garden. He and his wife, Elsa, reside in Zionsville, Indiana and enjoy spending time with their four children.

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Kevin C. Gutwein, CFBS

“Ever since I was young I was interested in the growth of money,” says Kevin Gutwein about his early fascination with all things financial. Then, as a twelve-year-old, he started working in his grandfather’s business. As his paychecks accumulated, Kevin asked his mother what he could do to make his money grow faster. “And that’s how I ended up owning a Certificate of Deposit when I was in the sixth grade,” he laughs. “I was saving for a car when I was just twelve years old!”

As he was about to graduate from Purdue University with a degree in business, it was his father who dispensed sage advice. “Why don’t you meet with my financial advisor and ask him about his career?” he counseled. Kevin did, and knew instantly that this was the path he would follow. “I knew I wanted to help people, I am goal-oriented and the only thing I enjoy more than reaching my own goals is helping others reach theirs,” he says.

Well over a decade later, Kevin has built a successful financial planning practice of his own. Many of Kevin’s clients are mid-career professionals and business owners who are used to managing their own finances. However, as their lives become more complex with family obligations, growing businesses and evolving careers - they seek someone to help guide them to financial independence. Regardless of where clients find themselves in life, Kevin can assist. Through his comprehensive approach he identifies specific goals, and then develops a plan to reach them.

Kevin lives in Zionsville, Indiana with his wife Laura, and their four children. Outside of work, Kevin is equally goal-oriented. He maintains a dedicated workout regimen and participates in seasonal events such as trail biking and triathlons. To unwind, he particularly enjoys coaching his son’s basketball team and mentoring the youth at his church.